ONCAP, Investment Team Associate

ONEX

$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-4 years of relevant experience in investment banking, private equity, or related field
  • Bachelor's degree in finance, business, economics, or a related discipline
  • Strong financial modeling and valuation skills with proven investment judgment
  • Deep intellectual curiosity in business, finance, and investing
  • Excellent communication skills with attention to detail
  • Professionalism and strong interpersonal effectiveness
  • Proactive, self-starter mindset with strong organizational and problem-solving skills

Responsibilities

  • Evaluate new investment opportunities in the Consumer, Services, and Industrials sectors
  • Build financial and operating models, and prepare investment memoranda
  • Conduct company and market research alongside capital structure analysis
  • Support due diligence processes with external advisors on various workstreams
  • Assist portfolio companies with strategic planning, M&A, and operational improvements
  • Monitor and report on portfolio company performance, providing insights and recommendations
  • Collaborate with team members to enhance a high-performing team culture

Benefits

  • Opportunity to work across the full investment lifecycle
  • Exposure to strategic initiatives within portfolio companies
  • Dynamic and collaborative team environment
  • Involvement with a $1.3 billion fund focused on mid-market opportunities
  • Potential for future career advancement in a leading investment firm
Full Job Description
The Opportunity:

ONCAP is seeking a highly motivated Associates to join its investment team in New York or Toronto. This role offers the opportunity to work across the full investment lifecycle, from origination through to exit, and to gain exposure to strategic and operational initiatives within portfolio companies. This is an exciting opportunity to be part of a dynamic, collaborative team, investing out of ONCAP's $1.3 billion fund focused on mid-market opportunities across North America.
Key Responsibilities:
  • Evaluate new investment opportunities in the Consumer, Services, and Industrials sectors.
  • Build and prepare financial and operating models (e.g., DCF, LBO), conduct valuation benchmarking, and prepare investment memoranda.
  • Conduct company and market research, capital structure analysis, and advanced financial/statistical modeling.
  • Support due diligence processes, including coordination with external advisors on legal, commercial, and market workstreams. Tasks may include assessing industry structure, company past performance, quality of the management team, and evaluation of the expected investment merits and risks.
  • Support portfolio company management teams on strategic planning, M&A, operational improvements, and capital structure optimization.
  • Monitor and report on portfolio company performance, providing data-driven insights and recommendations.
  • Collaborate with team members to foster a high-performing and inclusive team culture.

Candidate Profile:
  • 2-4 years of relevant experience in investment banking, private equity, or a related field.
  • Bachelor's degree in finance, business, economics, or a related discipline.
  • Strong financial modeling and valuation expertise with demonstrated investment judgment.
  • Deep intellectual curiosity and interest in business, finance, and investing.
  • Excellent communication skills and attention to detail.
  • High degree of professionalism, maturity, and interpersonal effectiveness.
  • A proactive, self-starter mindset with strong organizational and problem-solving skills.
  • Ability to thrive in a fast-paced, team-oriented environment.

Additional Information:

This posting is not for a current vacancy. It is intended as an expression of interest for future opportunities in this area, should they arise.

The anticipated compensation for this position will be determined based on several factors including, but not limited to, relative experience, education level attained, certification(s), geographical location, etc., to account for local market conditions.

Please note, in accordance with applicable Ontario employment and privacy laws, artificial intelligence (AI)-enabled tools may be used in the hiring process to screen, assess, or otherwise select applicants; however, these tools will not be relied upon exclusively when making any hiring decision.

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